Filed January 12, 2024
Total covered: 6 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,562 | $167,362-73.4% | $143,799-69.0% | $134,532-66.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.72% | 0.47%-28.2pp | -0.04%-27.7pp | 418.27%-446.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $22,900 | $6,447+255.2% | $5,638+306.1% | $6,401+257.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |